APICS Southeast District Meeting Charleston SC Oct 23 -24, 2009 How to “Throw a Membership Recognition Event” Denise D. Gillespie, CPIM, CIRM, CSCP Mid-Florida Chapter 2 What Will Be Covered? • • • • • • • Why hold a membership recognition event? Setting objectives Having a budget Identifying members to recognize Planning the details Other considerations How to know it’s a success? 3 APICS Members • They are our greatest asset • Recognition is key to retention • Retention is paramount to chapter success 4 Set the Stage • Mid Florida Chapter Event – May 2006 • 130 members – Average 17 attendees at PDMs – Several long-term memberships (20+ years) – Dave W. Buker – celebrating 40 years • Chapter treasury is good, but not strong revenue in past year – Offer 8 PDMs a year • Two with others (ISM, IMA, and/or MACF) 5 Workshop • Get into groups • Brainstorming for 10 minutes ASK: How would I want to be recognized? If gift is given, what type? • Select two unique ideas from group and spokesperson • Regroup and share 6 Setting Objectives • Purpose and goals – Recognize members – Increase PDM attendance – Increase member involvement • Define measurement of success • Determine type of recognition – Membership key anniversary milestones – Volunteers and Instructors – Combined or other 7 What Did We Do? • Objective To increase PDM attendance by 25 percent and to provide recognition to long-term members • Type of recognition – Membership key anniversary milestones • 1, 5, 10, 15, 20, 25, 30, and 40 years – Board of directors 8 The Budget • How much can your chapter spend? • What does it need to include – Promotional materials • Signs, advertising, invitations, etc. – Recognition awards • APICS recognition items • Other rewards (see workshop items) – Facilities – Other items 9 What Did We Do? • Part of PDM at end of program year – Top speaker • Sent out invitations – Customized for each key anniversary • Dinner included for major key anniversaries • Promoted in newspaper, Web site, and with MACF Free • Gave APICS membership certificates - Free • Gave out recognition items • One- and five-year celebrants who attended got a Coupon for a free PDM next program year 10 Recognition Items • APICS lapel pins – 5, 10, 15, 20, 25, 30, and 40 years • Glass frames for certificates (2) • Paper framed certificates for others • APICS desk clock (40 years) and prism set (30 years) • Gift cards 11 Budget Example Item Budget Trophies for recognition (plan C) Pins & Plaques Certificates Picture Frame for Certificates (2) Paper Frame for Certificates $214.00 Promotional Items $444.39 $435.39 $9.00 Invitations & Postage Signage Recognition Awards Gift Cards APICS Items (clock & prism set) Free PDM Dinners (@$25/ea) TOTAL $525.00 $1,183.39 12 Identifying Members • Membership listing from APICS – CBOX/Chapter Leaders/My Chapter • Export to Excel – Sort on “Original Join Date” • Determine cutoff – We used 2005 program year (Jul 05 – Jun 06) 13 Membership Example Original Join Date Individual 3/1/1966 5/1/1975 6/1/1976 8/1/1977 7/1/1979 9/1/1979 1/1/1981 5/1/1981 4/1/1982 9/1/1983 10/1/1983 1/1/1984 3/1/1984 4/1/1984 1/1/1985 6/1/1985 7/1/1985 2/1/1986 2/1/1986 4/1/1987 5/1/1987 6/1/1987 7/1/1987 10/1/1987 12/1/1987 Aniv Prefx 40 31 30 29 27 27 25 25 24 23 23 22 22 22 21 21 21 20 20 19 19 19 19 19 19 Mr Mr Mr Mr Mr Mr Mr Ms Mr Mr Mr Mr Mr. Mr Mr Mr Mr. Mr Mr First Name David Charles Richard Milo Dick Gary Stephen James Larry Denise Louis Floyd David Donald Howard Nilda David Josephine Roger Thomas Daniel Horst James Ronald Maxim MI Last Name William T G G W S H R D D G L B E Buker Carroll Abramowski Ringe Driggs Brannan Goodman Pullin Tedrow Gillespie Lansrud Westervelt Brault Martin Bessonette Brain Goldstein Fickes Southard Russell Karaffa Riechers Robison Price Bhoorasingh M M M A A J D D R O Suffix CPIM CFPIM Cert Code Jr CPIM CPIM CPIM CPIM CPIM Jr. CPIM CPIM CFPIM CPIM Jr. CPIM CPIM CPIM 14 The Details • Determine budget and BOD approval • Identify members to be recognized 8 weeks before • Order APICS items 6 weeks before • Mail invitations 3 weeks before event • Obtain other recognition items 3 weeks before • Promote in newspaper 2 weeks before 15 The Details (continued) • Print up membership certificates 2 weeks before – Need signatures of president and other • Print certificates for free PDMs in future • Wrap or package recognition items 2 days before • Seamless registration for “free” members • Greet all members at day of event 16 Other Considerations • What if you are financially strapped? – APICS certificates are FREE – Suggestions from workshop • Still have a program speaker at the event? – Top Management Night – Conduct a “roast” – Invite others (Manufacturing Association, ISM, etc.) – “Meet the Expert” event • Where to host it? • When in the program year to have it? 17 Measure for Success • Define measurement during objectives and goals • Take measurement • Analyze for continuous improvement • Set in place enhancements for next year 18 How Did We Do? Goal: 25 percent increase in PDM attendance Results: • 43 attendees at the membership event (May PDM) – 110 percent increase • 23 attendees at the August PDM – 17.6 percent increase • Today average 20+ at each PDM 19 Resources • Invitations – Avery Matte White Note Cards (#3379) • Uses Avery template #5315 • APICS Certificate of Membership (Stock # 01051) • APICS Lapel Pins (Stock #s 01390-99 & 01371) • APICS Prism Gift Set (Stock #01381) • APICS Desk Clock (Stock #01376) 20 Electronic Templates • • • • • Avery invitations – 3 types Budget worksheet Actual vs. budget reporting Membership listing template APICS membership certificate template Available on my Web site at www.thedenmarkgroup.com/membertemplates.htm Or email me at: [email protected]